# ![@plainyogurt21 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::791473106007097345.png) @plainyogurt21 Adu Subramanian

Adu Subramanian posts on X about list, company, target, $tecx the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::791473106007097345/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::791473106007097345/c:line/m:interactions.svg)

- [--] Week [------] +97%
- [--] Month [-------] -28%
- [--] Months [---------] +99%
- [--] Year [---------] +256%

### Mentions: [--] [#](/creator/twitter::791473106007097345/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::791473106007097345/c:line/m:posts_active.svg)

- [--] Week [--] +3.80%
- [--] Month [---] +47%
- [--] Months [---] +41%
- [--] Year [---] +267%

### Followers: [-----] [#](/creator/twitter::791473106007097345/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::791473106007097345/c:line/m:followers.svg)

- [--] Week [-----] +0.69%
- [--] Month [-----] +2.20%
- [--] Months [-----] +27%
- [--] Year [-----] +60%

### CreatorRank: [-------] [#](/creator/twitter::791473106007097345/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::791473106007097345/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  22.12% [finance](/list/finance)  12.39% [currencies](/list/currencies)  8.85% [cryptocurrencies](/list/cryptocurrencies)  4.42% [technology brands](/list/technology-brands)  2.65% [social networks](/list/social-networks)  1.77%

**Social topic influence**
[list](/topic/list) 6.19%, [company](/topic/company) 6.19%, [target](/topic/target) #1913, [$tecx](/topic/$tecx) #1, [data](/topic/data) #1225, [in the](/topic/in-the) 5.31%, [$ocul](/topic/$ocul) #2, [imo](/topic/imo) #725, [ai](/topic/ai) 3.54%, [$lqda](/topic/$lqda) #18

**Top accounts mentioned or mentioned by**
[@epickram](/creator/undefined) [@rohitsjhawar](/creator/undefined) [@archimedes20311](/creator/undefined) [@rnaianalyst](/creator/undefined) [@biotenic](/creator/undefined) [@rezfszubagoly](/creator/undefined) [@honzaskaroupka](/creator/undefined) [@buffalo51766917](/creator/undefined) [@clarksterh](/creator/undefined) [@vulpescap](/creator/undefined) [@biohazard3737](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@houndcl](/creator/undefined) [@tweetawaydk](/creator/undefined) [@sportsbios](/creator/undefined) [@bayareabiotechi](/creator/undefined) [@amaymd](/creator/undefined) [@sanctuarybio](/creator/undefined) [@bingbingbom](/creator/undefined) [@melvinriskmgmt](/creator/undefined)

**Top assets mentioned**
[Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Liquidia Corporation Common Stock (LQDA)](/topic/$lqda) [AstraZeneca PLC (AZN)](/topic/$azn) [Aardvark Therapeutics, Inc (AARD)](/topic/$aard) [uniQure N.V. (QURE)](/topic/$qure) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Inhibikase Therapeutics, Inc. (IKT)](/topic/$ikt) [AbbVie Inc (ABBV)](/topic/$abbv) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [MAIA Biotechnology, Inc. (MAIA)](/topic/$maia) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Cogent Biosciences, Inc. Common Stock (COGT)](/topic/$cogt) [Passage (PASG)](/topic/$pasg) [Lexeo Therapeutics, Inc (LXEO)](/topic/$lxeo) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Bitcoin (BTC)](/topic/bitcoin) [4D Molecular Therapeutics Inc. (FDMT)](/topic/$fdmt) [Adverum Biotechnologies, Inc. Common Stock (ADVM)](/topic/$advm) [Inventiva S.A. (IVA)](/topic/$iva) [Allora (ALLO)](/topic/$allo) [Reata Pharmaceuticals, Inc. Class A Common Stock (RETA)](/topic/$reta) [Amylyx Pharmaceuticals, Inc. (AMLX)](/topic/$amlx) [Xilio Therapeutics, Inc. (XLO)](/topic/$xlo) [Nurix Therapeutics, Inc. (NRIX)](/topic/$nrix) [Contineum Therapeutics, Inc (CTNM)](/topic/$ctnm) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$BBIO This is the future of ATTR treatment imo should be able to go directly from FIH Phase [--] - phase [--] trials. NI006 started Ph1 trials in [----] and imo will be approved [--] years later. Should be Meaningfully better than current depleters. I think this further proves antibody "alpha" is gone. Regeneron with YTE antibody - monoclonal drugs and paragon alpha may be spent. Will have to start taking on much more biology risk. https://twitter.com/i/web/status/2010920311684755495 https://twitter.com/i/web/status/2010920311684755495"  
[X Link](https://x.com/plainyogurt21/status/2010920311684755495)  2026-01-13T03:42Z [----] followers, 10.3K engagements


"Cmon man I get this is a step change. but generating the drug structures to bind to target is merely step [--] in [--]. Still need the right idea the funding the disease understanding the trials (late and early stage) regulatory environment understanding translation froom animals etc. Pharma is COOKED Isomorphic Labs just revealed IsoDDE: an AI system that designs drugs on a computer faster than any pharma R&D doubles AlphaFold [--] on hard targets 20x better than Boltz-2 on antibodies beats the physics gold standard at binding found drug pockets from https://t.co/iQ3xKqU9mw Pharma is COOKED"  
[X Link](https://x.com/plainyogurt21/status/2021726076410495402)  2026-02-11T23:20Z [----] followers, 27.8K engagements


"$pasg interesting"  
[X Link](https://x.com/anyuser/status/2019018287187960160)  2026-02-04T12:00Z [----] followers, [----] engagements


"@RNAiAnalyst From patient demand side the conditioning itself is a major impediment: what % additional demand would come from the faster timelines/source for that info"  
[X Link](https://x.com/plainyogurt21/status/2021846385767731566)  2026-02-12T07:18Z [----] followers, [---] engagements


"$TECX. Interesting strength keeping in mind AZN has three doses: [--] mg 5mg and [--] mg. The Css for each are .5 [---] and 15x the native .2 ug/mL relaxin. And SS modeling puts the 30mg Q2W at 1-2 ug/mL . With only [--] arm at a therapeutic dose I wonder how much a) dose response they saw and b) how many patient saw any benefit at all"  
[X Link](https://x.com/plainyogurt21/status/2022391115740033454)  2026-02-13T19:23Z [----] followers, [----] engagements


"$OCUL - say what you will about the readout pencils down now LNY is next week: I'm a year of the snake and it's going to be a fun week +/-"  
[X Link](https://x.com/plainyogurt21/status/2022441781887991950)  2026-02-13T22:44Z [----] followers, [----] engagements


"sure let's say it's 20% I think that's a fairly generous estimation but they would have seen [--] patients of data. Is that enough of a subgroup trend to make the decision Even if it's higher and they still didn't see anything (let's say they have the same trial). TECX is the only one who's shown us PVR (in acute tho). And the prize is a 5B turnout on the data. So on an AZN fail who's really selling this down from 10% PoS to 5% poS. AZN d/c not a good thing. but also.seemed to be relatively priced in given safety concerns alleviated. https://twitter.com/i/web/status/2022052929251819833"  
[X Link](https://x.com/plainyogurt21/status/2022052929251819833)  2026-02-12T20:59Z [----] followers, [---] engagements


"In [----] $LXEO investors were concerned about frataxin expression but they now have alignment with the FDA that expression does not matter. LVMI reduction will be prioritized. I wrote about the FDA flexibility in dec [----]. "Deadly Disease + Unmet Need + CBER = Flexibility""  
[X Link](https://x.com/plainyogurt21/status/1904190375549456713)  2025-03-24T15:15Z [----] followers, [----] engagements


"$TECX $AZN AZN reports data for their relaxin analog Q3 probably. but here's the problem. THey know it doesn't work to reduce PVR in ipcPH patients but they still enroll them. TECX knows these patients without [--] WU PVR show little to none PVR benefit. AZN does too"  
[X Link](https://x.com/plainyogurt21/status/1938320599803429203)  2025-06-26T19:36Z [----] followers, 17.6K engagements


"$MLTX Don't have a clear view (+ [--] think they hit the 20pt bar) but couple notes after talking to a few derms and seeing these drugs in practice. 1) Humira is garbage. most people end up relapsing over time in the real world. Bimzelx is clearly favored option imo 2) Insurance requires step through Humira every time sometimes Cosentyx to get to bimzelx. 3) I think their argument that the "label bar" matters more than strict "HS-ABX vs all ABX" bar actually makes some sense. 4) I buy their nanobody moa argument. But it may not show in HISCR75. real world efficacy could be different. 5) surgery"  
[X Link](https://x.com/plainyogurt21/status/1972050573701578997)  2025-09-27T21:27Z [----] followers, [----] engagements


"****2025 BioX Year in Review**** Not to be taken seriously: $XBI A long time ago in a galaxy between San Diego and Boston a traveler arrived at the gates of BioX on January 1st [----]. The feeling was uneasy. Against all common wisdom to jump on the next big AI startup Bitcoin or index in big tech they'd felt a calling to biotech. One clinical trial readout sending a stock up 100% and now theyre hooked. But aimless. "Welcome young traveler" came a voice from the shadows like a Jedi master who'd seen a thousand battles. @sports_bios emerged dressed in robes the color of tulips his presence"  
[X Link](https://x.com/plainyogurt21/status/2004928773641437489)  2025-12-27T14:54Z [----] followers, 28.8K engagements


"New year new catalysts: here's a list I am thinking about. $GOSS - $IKT in PAH expected ph3 in Feb: Bull case 1) imatinib works (IMPRES dropouts yea but also benefits huge and reinforced through smaller trial last year) 2) Seralutinib worked in a subgroup (FCIII) 3) the trial is enrolling people in the subgroup Seralutinib worked 4) Seralutinib shows better potency in vitro compared to imatinib for Mouse and human models 5) maybe some retention in the lung (rats yes this isn't huge but it's more retentive than imatinib imo). 6) based on the reductions in mPAP the 6MWD in ph2 was under the"  
[X Link](https://x.com/plainyogurt21/status/2006022438639837580)  2025-12-30T15:19Z [----] followers, 57.9K engagements


"$OCUL/ $EYPT $ABBV $RGNX $FDMT $ADVM- Set to change a few treatment paradigms. I'm not rehashing old tweets: OCUL will report SOL-1 a superiority study vs 2Mg aflibercept. First phase [--] for EYPT too. Hitting stat sig is a near guarantee because patients will require rescues. But were looking for rescue free rates at 6-9 months. 70%+ are a home run given the large sample size. I think there is a chance they hit 80% given the strict criteria for BCVA decline selecting patients who respond with good vision and PK data out to [--] months. Ph1 rescue rates were 70%+ in a different population. EYPT"  
[X Link](https://x.com/plainyogurt21/status/2006022457698779260)  2025-12-30T15:19Z [----] followers, [----] engagements


"@Sanctuary_Bio $PVLA $IVA $DRUG all P3 illiquid doesn't seem any of these up your alley"  
[X Link](https://x.com/plainyogurt21/status/2007834394191700091)  2026-01-04T15:19Z [----] followers, [----] engagements


"January 15th is National bagel day In honor of that heres a few cos I think could be bagels $BHVN $KPTI $AARD $QURE $AQST Anyone got a few more @Biotenic"  
[X Link](https://x.com/plainyogurt21/status/2011440159758377357)  2026-01-14T14:07Z [----] followers, [----] engagements


"AZD5462 dose dependent increase in Renin. Maybe there IS something to LLY dosing 100X their EC50 (cAMP). Here they're dosing anywhere from 5-500X. 5x is minimal change. TX45 is at 1-10X EC50. AZD3427 at 10-100X. @honzaskaroupka Good find. Interesting the LVEF and renin data. The renin adjustment goes down over time at a constant dose. Does provide some "disease modifying" effect in the HFrEF population. Problem is of course HFpEF is different. dose dependent renin increase in humans. https://t.co/OAu6aLTKhS @honzaskaroupka Good find. Interesting the LVEF and renin data. The renin adjustment"  
[X Link](https://x.com/plainyogurt21/status/2017966321212809489)  2026-02-01T14:20Z [----] followers, [----] engagements


"ZURZUVAE did [---] M in revenue in [--] vs 85M in [----]. Interesting wrt $LPCN early Q2 PPD readout. (Yes a complete shitco)"  
[X Link](https://x.com/plainyogurt21/status/2019743706044125566)  2026-02-06T12:03Z [----] followers, [----] engagements


"Potency adjusted calcs"  
[X Link](https://x.com/plainyogurt21/status/2020525638956843481)  2026-02-08T15:50Z [----] followers, [----] engagements


"not saying to do this but I am saying this is a possible strategy Step 1: apply to YC as "AI Hedge Fund". step 2: invest 100% in [--] stocks with coin flip odds to 5x step 3: 1/8 chance of legend status and 125x. 7/8 chance do mea culpa + "learning experience when young" Y Combinator's [----] request for startups: https://t.co/TCUWZQpch4 Y Combinator's [----] request for startups: https://t.co/TCUWZQpch4"  
[X Link](https://x.com/plainyogurt21/status/2020547860949815451)  2026-02-08T17:18Z [----] followers, [----] engagements


"Bold prediction: peptides will be the Number [--] and number [--] best selling therapies in the world this year"  
[X Link](https://x.com/plainyogurt21/status/2021050115176149381)  2026-02-10T02:34Z [----] followers, [----] engagements


"Probably the best commmentary on $TECX after the AZN d/c. yes Stroke volume drives the PVR delta. in patients because it reduces the PAWP. But this should be an issue in ipcPH patients not cpcPH patients. Granted the stock will not get credit until the readout because of the AZN d/c but need the full results (by subgroup) to put the nail in the coffin for lack of signaling. $TECX If relaxin mimetic (TX45) decrease PVR by PAP and PAWP TX45 is truly disease modifying (Pulmonary Artery Remodeling). Instead PVR declines by CO (relaxin=stroke volume PAP and PAWP declines via Frank-Starling Law -"  
[X Link](https://x.com/plainyogurt21/status/2021201628074852798)  2026-02-10T12:36Z [----] followers, [----] engagements


"Was calling this potential issue back in June. How late this *lack of data* is. $TECX $AZN AZN reports data for their relaxin analog Q3 probably. but here's the problem. THey know it doesn't work to reduce PVR in ipcPH patients but they still enroll them. TECX knows these patients without [--] WU PVR show little to none PVR benefit. AZN does too. https://t.co/sOTLvL53zx $TECX $AZN AZN reports data for their relaxin analog Q3 probably. but here's the problem. THey know it doesn't work to reduce PVR in ipcPH patients but they still enroll them. TECX knows these patients without [--] WU PVR show"  
[X Link](https://x.com/plainyogurt21/status/2021203603898368097)  2026-02-10T12:44Z [----] followers, [----] engagements


"Godamnit $ALLO kinda interesting. Probably end up regretting it"  
[X Link](https://x.com/plainyogurt21/status/2021234980278485017)  2026-02-10T14:49Z [----] followers, [----] engagements


"Another thing about this; do you know what is the most genetically validated obesity target is Leptin. Every single leptin drug has failed. Regeneron is trying again with an antibody and perhaps they add to GLP1s but a completely non validated genetic target is going to be the best selling drug of all time https://twitter.com/i/web/status/2021739495788327124 https://twitter.com/i/web/status/2021739495788327124"  
[X Link](https://x.com/plainyogurt21/status/2021739495788327124)  2026-02-12T00:13Z [----] followers, [---] engagements


"@aditharun_ $TECX I have an exam tmrw and currently trying to parse out why Relaxin EC50 different between AZN and them by order of magnitude. FML"  
[X Link](https://x.com/plainyogurt21/status/2022176689259000280)  2026-02-13T05:11Z [----] followers, [----] engagements


"@Vulpescap @Plainyogurt lol it hasnt been updated in months just auto running in the background: didnt realize anyone still looked at it. Perhaps I should take a closer look and Claude code it better this weekend"  
[X Link](https://x.com/plainyogurt21/status/2022389116256817301)  2026-02-13T19:15Z [----] followers, [---] engagements


"@But_The_Comps % of CAMP generation. EGFR levels in MAD"  
[X Link](https://x.com/plainyogurt21/status/2022484933399261441)  2026-02-14T01:35Z [----] followers, [---] engagements


"tea leaves = conclusions based on actions of people with incomplete info the level of MoA theorizing is probably too much.I think i'd rather rely on both right Can't just invest based on the management quality and insider buys etc. Management could be the one to explain why their drug is better if needed too.(i'm sure they'll be asked) There is alpha to be had by understanding drug/trial design AND THEN zooming out. It's the iceberg of diligence. https://twitter.com/i/web/status/2022529591546400878 https://twitter.com/i/web/status/2022529591546400878"  
[X Link](https://x.com/plainyogurt21/status/2022529591546400878)  2026-02-14T04:33Z [----] followers, [---] engagements


"People probably jittery after APLT but from the perspective of the FDA the data looks cleaner and the interactions look better for SLNO. An extension in the PDUFA is positive if it comes with additional data( like was the case with $RETA and with $AMLX). Don't know if the FDA saw any additional information. If not that's concerning to me I don't think FDA flexibility is going anywhere and the patient advocacy combined somewhat ok data favors approval. My two cents from an FDA perspective using history. https://twitter.com/i/web/status/1861989861823312105"  
[X Link](https://x.com/plainyogurt21/status/1861989861823312105)  2024-11-28T04:25Z [----] followers, [----] engagements


"$XLO updates on clinical trials .gov Looks like they stopped early. $NRIX details on expansion cohorts https://clinicaltrials.gov/study/NCT05131022spons=Nurix%20Therapeutics&tab=history&a=26&b=27#version-content-panel https://clinicaltrials.gov/study/NCT05052268spons=Xilio&tab=history&a=20&b=21#version-content-panel https://clinicaltrials.gov/study/NCT05131022spons=Nurix%20Therapeutics&tab=history&a=26&b=27#version-content-panel https://clinicaltrials.gov/study/NCT05052268spons=Xilio&tab=history&a=20&b=21#version-content-panel"  
[X Link](https://x.com/plainyogurt21/status/1913770608745222632)  2025-04-20T01:44Z [----] followers, [----] engagements


"@A_May_MD https://x.com/houndcl/status/1935337320871497735 SRRK decides NOT to pursue SRK-439 in obesity. All cardiometabolic related contents have been removed from their pipeline. 🍿 https://x.com/houndcl/status/1935337320871497735 SRRK decides NOT to pursue SRK-439 in obesity. All cardiometabolic related contents have been removed from their pipeline. 🍿"  
[X Link](https://x.com/plainyogurt21/status/1935350624087888135)  2025-06-18T14:55Z [----] followers, [----] engagements


"Im in the 20-30% POS range. Simply because baseline 6MWD. Not the post hoc stuff simply a matter of ceiling effects and nature of the endpoint. I think Imatinib PoC is still up for some debate about AV (at least in many circles I think its effective) Think $IKT L was how I was expressing the bet https://twitter.com/i/web/status/2003900577856561498 https://twitter.com/i/web/status/2003900577856561498"  
[X Link](https://x.com/plainyogurt21/status/2003900577856561498)  2025-12-24T18:48Z [----] followers, [----] engagements


"Going to [----] what names underperforming XBI have good value filtering for names with returns 20% YTD gives you a list of mainly shitcos imo. Want to buy $KPTI or $BHVN ahead of their readouts Here's my list I picked from those 20% names which look somewhat interesting as longs. Even something like $QURE is up after FDA rejected them. Anything with a pulse is up 100% or more. https://twitter.com/i/web/status/2004680038340530219 https://twitter.com/i/web/status/2004680038340530219"  
[X Link](https://x.com/plainyogurt21/status/2004680038340530219)  2025-12-26T22:25Z [----] followers, [----] engagements


"$RZLT - well well well. This one popped up AFTER the failure. tHI is a different trial diff market diff endpoint. I liked it after the fail and didnt expect this re rating so fast. The science behind erso was extremely straightforward: block the excess insulin - solve the hypoglycemia. but I think the trial design was flawed. cHI trial used two endpoints: Number of hypoglycemic episodes and time under CGM. Both failed. Number of hypoepisodes showed no signal but the time under threshold with a continuous monitor showed a mild signal (though still too variable to be anywhere near stat sig). I"  
[X Link](https://x.com/plainyogurt21/status/2006022447376519634)  2025-12-30T15:19Z [----] followers, [----] engagements


"$CTNM - A smaller one but $BMY data in LPAR1 program. Looking for some signs of success in their IPF program. Theres an argument that this is worth a lot. $AMGN failed in the LPAR1 trial and BMS ph2 LPAR1 is no dose response weird data etc. But CTNM is making the simplest PK argument. I track abstract presentations so Likely will see something ATS (early prolly not) or ERS (if successful probably clean and show here) https://twitter.com/i/web/status/2006022449117241790 https://twitter.com/i/web/status/2006022449117241790"  
[X Link](https://x.com/plainyogurt21/status/2006022449117241790)  2025-12-30T15:19Z [----] followers, [----] engagements


"$UTHR UTHR teton pt2 - TETON [--] was positive but note the curves and the cough. I was wrong before because I thought fibrosis was the only way to win. Now I realize FVC is an endpoint in IPF and doesnt represent the core disease pathology. Treprostinil likely improves FVC through vasodilation and surfactant production. More surfactant = better able to breath out = better FVC. I await the full HRCT results from the trial to believe its anti fibrotic. https://twitter.com/i/web/status/2006022459850375334 https://twitter.com/i/web/status/2006022459850375334"  
[X Link](https://x.com/plainyogurt21/status/2006022459850375334)  2025-12-30T15:19Z [----] followers, [----] engagements


"$SYRE $ORKA - ORKA is reporting their first phase [--] results and dosing higher than the SoC Plaque psoriasis drugs. Im attracted to these stories which can effectively be the last drug for a given market. If ORKA hits the PASI-100 rates theyre targeting. All other drugs are moot.h/t to @MelvinRiskMgmt for the alert on potential combo UC data coming as PoC for $SYRE. https://twitter.com/i/web/status/2006022462006321454 https://twitter.com/i/web/status/2006022462006321454"  
[X Link](https://x.com/plainyogurt21/status/2006022462006321454)  2025-12-30T15:19Z [----] followers, [----] engagements


"Hidradenitis drugs - $AVTX $ABBV $ZURA- AVTX in Q2 is the first read out for Il1b targeted drug. Honestly not too bullish. ABBV data with lutikizumab was good but I think IL1A actually does something and theres no PK argument against ABBV. Plus if youre really targeting IL1b Id be worried about fevers/neutropenia. MAS825 (IL18/Canakinumab bispecific) failed (13% sHISCR50 delta) so whats the hope for AVTX ZURA SSc is not my alley but after that trial they'll report Results in HS (may be delayed to 2027). Has the making of a shitco but IL17A makes up 15% of HISCR75. BAFF can do 5-15% depending"  
[X Link](https://x.com/plainyogurt21/status/2006024089064943733)  2025-12-30T15:26Z [----] followers, [----] engagements


"$SABS $NKTR $ABVX $AARD $MAIA $JSPR $LPCN $LQDA quick notes $ABVX- not gonna rehash this nonsense. Just know they report maint in Q2 and I think itll be good. Less bullish on crohns $NKTR - looking for more AA data. Plus with $QTTB coming in AA. I think the current AA data is good not great. If you want a signal and think it's a high unmet need you like the data. Plus if you like the AD data then you assume its for free. So nothing changes until they a) show stunning data or b) partner/get bought out. $SABS - man I wish this was at the PIP price at 2$ missed opportunity given 200M diluted"  
[X Link](https://x.com/plainyogurt21/status/2006025814534427092)  2025-12-30T15:33Z [----] followers, [----] engagements


"One more thing @Biotenic Does a good job with catalysts. He traffics in the shitcos and is batting .800. Here's a list of shitcos with a readout in the next few years I consider up his alley : $GNLX $VTVT $AARD SLS (ye im a coward you cash tag it) $CRVS in PTCL $MAIA $DMAC On the flipside: as $GLTO shows any shitco is worth a reverse merger.seemingly. https://x.com/Biotenic/status/1854588243972702516s=20 RCT's that I expect to fail in the next couple of months: $ANAB (both readouts) $BMEA T2D $CRDF CRC $CADL Prostate cancer $CRVO LBD $GALT NASH $NMRA MDD SAVA Alz $SLS AML $SYRS MDS Happy to"  
[X Link](https://x.com/plainyogurt21/status/2006027461461508348)  2025-12-30T15:39Z [----] followers, 12.4K engagements


"@BayAreaBiotechI @BiotechPort $DSGN - mRNA and protein expression data expecting it to improve Doesn't look competitive"  
[X Link](https://x.com/plainyogurt21/status/2006547223123996882)  2026-01-01T02:05Z [----] followers, [----] engagements


"@medstudentinvst Have you any thoughts on the DSGN update or too early for you"  
[X Link](https://x.com/plainyogurt21/status/2009100997692674337)  2026-01-08T03:12Z [----] followers, [---] engagements


"ISTG I'm going into cardiology because I'm lost in the Pulmonary Hypertension sauce"  
[X Link](https://x.com/plainyogurt21/status/2009259031412482539)  2026-01-08T13:40Z [----] followers, [----] engagements


"$GUTS Since the data didn't look good in the PR here;s the chart they should have included"  
[X Link](https://x.com/plainyogurt21/status/2016853686933201027)  2026-01-29T12:39Z [----] followers, 16.4K engagements


"Would any $ocul sol-1 bears want to fight me (intellectually)"  
[X Link](https://x.com/plainyogurt21/status/2017275810147635446)  2026-01-30T16:36Z [----] followers, 10.3K engagements


"@seedy19tron @Respekchemistry MC 2B for potentially foundational therapy in wAMD/ DR/etc seems small"  
[X Link](https://x.com/plainyogurt21/status/2017282249318658120)  2026-01-30T17:02Z [----] followers, [---] engagements


"@peter_mantas Toferson had an adcom: hold an Adcom for QURE then. Type A meetings can be granted for a number of reasons and doesnt have to be positive. Ona nother note: do we think QURE says something before the minutes come out they did after pre BLA wonder about this time"  
[X Link](https://x.com/plainyogurt21/status/2019045134722331069)  2026-02-04T13:47Z [----] followers, [---] engagements


"As a $OCUL bull all these weirdness is worrying setting up a spin job @adamfeuerstein $OCUL Very weird press release. Many questions that are not clear: - The primary and the SPA is for 36w. Why are they shifting focus to [--] now - How long are they sitting on the 36w results - When they say "trial results remain masked" does it include every one in the @adamfeuerstein $OCUL Very weird press release. Many questions that are not clear: - The primary and the SPA is for 36w. Why are they shifting focus to [--] now - How long are they sitting on the 36w results - When they say "trial results remain"  
[X Link](https://x.com/plainyogurt21/status/2019442841500389745)  2026-02-05T16:07Z [----] followers, [----] engagements


"@Buffalo51766917 @rohitsjhawar @rezfszubagoly Yea 50% is fair for downside. Droxi I think requires titration"  
[X Link](https://x.com/plainyogurt21/status/2019525563258483156)  2026-02-05T21:36Z [----] followers, [---] engagements


"I am way zoomed out on this one its not an RCT: forget everything else about the biology etc. badoreceptor schmeroreceptor. A RWD trial is designed to hit. They only have patients who respond in the trial and it works via constricting vessels: less NE = less constriction. Placebo does worse"  
[X Link](https://x.com/plainyogurt21/status/2019528586907066460)  2026-02-05T21:48Z [----] followers, [---] engagements


"@Buffalo51766917 @rohitsjhawar @rezfszubagoly Its 100% a failed trial subgroup analysis post hoc red flag shitco no drug company type. But I just think the trial design is for it to work"  
[X Link](https://x.com/plainyogurt21/status/2019528911860994264)  2026-02-05T21:49Z [----] followers, [---] engagements


"@bingbingbom Hoo hoo Hoos callin my phone Hoo hoo Hoos callin my phone Hoo hoo Hoos callin my phone"  
[X Link](https://x.com/plainyogurt21/status/2019530352503689244)  2026-02-05T21:55Z [----] followers, [---] engagements


"@Buffalo51766917 @rohitsjhawar @rezfszubagoly Fair criisicm here but the RWD did work Ie the OHSA endpoint showed a difference"  
[X Link](https://x.com/plainyogurt21/status/2019530474604097889)  2026-02-05T21:56Z [----] followers, [---] engagements


"Putting aside the anecdotal evidence not translating 1) peptides are ALREADY widespread and used. They're literally the best selling drug (s) of ALL time. 2) doctors do not agree this peptide is safe effective. Most people haven't heard of this thing. 3) the protein - mTOR argument is ridiculous. Diff pathway different effect size. and most importantly: protein has proven benefits and is a key building block. We literally do not know the risk benefit. neither side of it. n=1 are better than RCTs sure.but have you seen that placebo response in a depression/pain trial hard to parse out if this"  
[X Link](https://x.com/plainyogurt21/status/2021001500076708071)  2026-02-09T23:21Z [----] followers, [--] engagements


"@Stmkrs There isn't. Do we have proof of the remodeling part and ultimately it's trying to target the patients with PH rather than HF alone"  
[X Link](https://x.com/plainyogurt21/status/2021201783276912733)  2026-02-10T12:37Z [----] followers, [--] engagements


"@epickram @Archimedes20311 Yea this isnt good news"  
[X Link](https://x.com/plainyogurt21/status/2021207529406009664)  2026-02-10T13:00Z [----] followers, [---] engagements


"@epickram @Archimedes20311 Yes as said above: I agree. But I also need to see it"  
[X Link](https://x.com/plainyogurt21/status/2021216089401594030)  2026-02-10T13:34Z [----] followers, [---] engagements


"@SharkAlertsBio Just using Peak and a ramp to that: approximation I can hard code it too"  
[X Link](https://x.com/plainyogurt21/status/2021713288543748220)  2026-02-11T22:29Z [----] followers, [---] engagements


"@cremieuxrecueil And the GLP1 alpha was not the target not the drug (lets be honest we could have made this earlier). It was realizing the market existed Then even if you realized it existed saw the data etc: you still had to find a way NOT to pull an amylin and actually fund the drug"  
[X Link](https://x.com/plainyogurt21/status/2021740011834540159)  2026-02-12T00:15Z [----] followers, [--] engagements


"@rohitsjhawar @outerspaceisaac Is the spaghetti all drugs And is the wall approval or just in the clinic Because the number of drugs in the clinic is not a function of the generation of those targets"  
[X Link](https://x.com/plainyogurt21/status/2021746137271595270)  2026-02-12T00:40Z [----] followers, [--] engagements


"@RNAiAnalyst got it: i dont think the major barriers wil be lifted with a [--] mo process. its better but this is still going to be a sub 500m market for years imo. the process itself and long term consequences are the major turnoff: not a function of capacity constrained imo"  
[X Link](https://x.com/plainyogurt21/status/2021850442838270230)  2026-02-12T07:34Z [----] followers, [---] engagements


"@epickram what % of their population are CPCPH PVR [--] in a natural population it's 20% of HF patients"  
[X Link](https://x.com/plainyogurt21/status/2022039621056749702)  2026-02-12T20:06Z [----] followers, [---] engagements


"@epickram Not restricted to HFpEF:"  
[X Link](https://x.com/plainyogurt21/status/2022052367714423003)  2026-02-12T20:57Z [----] followers, [---] engagements


"@honzaskaroupka Good find. Interesting the LVEF and renin data. The renin adjustment goes down over time at a constant dose. Does provide some "disease modifying" effect in the HFrEF population. Problem is of course HFpEF is different. dose dependent renin increase in humans"  
[X Link](https://x.com/plainyogurt21/status/2017959964883419158)  2026-02-01T13:55Z [----] followers, [----] engagements


"All the $HIMS discussion on my timeline and people seem to think HIMS is fighting for the people. Theyre not. $LLY and $NVO are lowering prices and finding new and better drugs to lose and keep weight off. Theres a million companies solving medication affordability and $HIMS isnt one of them. Want to help Americans out Go fix the gross to net bubble and variation in bios in pricing. Or work to donate used medications for high cost cancer drugs. Or sell generics at cost plus. Or change policy to negotiate lower prices. Or help patients with prior auths. None of that entails stealing from other"  
[X Link](https://x.com/plainyogurt21/status/2020449680669241483)  2026-02-08T10:48Z [----] followers, [----] engagements


"To make this less vague: .1 AZD [----] led to 100% renin increase. [--] uM led to 400%. Lower is better. I use the relative potency to the Oral as "1" and then the other molecules are some multiple of that (based on relative jot relaxin potency). This is handwavy cross assay nonsense.however it's some evidence that the effects on Renin will be 1-2 log fold lower than LLY at the dosing regimens used. Low dose VOlen is already at the high end Vs TECX and AXN more in the same range at the lower end. Here is updated with MAD for AZN. For their ph2 i am not worried about safety. Notably I think some"  
[X Link](https://x.com/plainyogurt21/status/2020540451149779195)  2026-02-08T16:49Z [----] followers, [----] engagements


"Used to be a lot more bullish things change. I do think downside just on teh reaction is going to be worse. Also Atomox failed specifically worse in MSA patients. While using some semblance of responder analysis. It's a worse drug but the utter failures are too much to get over. plus the Co hiding the RCT data: never invest in a shitco I think people on here are underestimating $TBPH downside. Remember the valuation issues $MACK had And that was with trial hitting and an equally or even clearer path to monetization. I think positioning doesnt favor longs and this type of thing doesnt get the"  
[X Link](https://x.com/plainyogurt21/status/2021235513047265524)  2026-02-10T14:51Z [----] followers, [----] engagements


"$ANAB Curious if anyone else has run this model"  
[X Link](https://x.com/plainyogurt21/status/2021687744972398792)  2026-02-11T20:48Z [----] followers, [----] engagements


"FU with simplifications"  
[X Link](https://x.com/plainyogurt21/status/2021829751519006927)  2026-02-12T06:12Z [----] followers, [---] engagements


"gaboons https://x.com/AviFelman/status/2021643911970591217s=20 @AppleHelix @adamfeuerstein Is the target genetically validated is anyone else doing it if not is there a minor improvement over something else known to work ELSEIF fund it yourself to human PoC and were happy to pay 5x the price I think thats about it https://x.com/AviFelman/status/2021643911970591217s=20 @AppleHelix @adamfeuerstein Is the target genetically validated is anyone else doing it if not is there a minor improvement over something else known to work ELSEIF fund it yourself to human PoC and were happy to pay 5x the"  
[X Link](https://x.com/plainyogurt21/status/2022040310855975046)  2026-02-12T20:09Z [----] followers, [----] engagements


"no clue who's buying the stock. How this was a clearing event or what. Another factor I'm thinking through is that AZN is not RXFP1 selective even if they are more potent by 4x compared to TECX and have a similar iso electric point ( 8)"  
[X Link](https://x.com/plainyogurt21/status/2022391533312577798)  2026-02-13T19:24Z [----] followers, [----] engagements


"Just put drug into humans and keep the records. I really dgaf if it works in those early stages: we can parse out efficacy and optimize the drug if needed. Best case scenario: you know developed a new SoC by repurposing a drug. Worst case: you help develop and inform a future medicine"  
[X Link](https://x.com/plainyogurt21/status/2022440955345862854)  2026-02-13T22:41Z [----] followers, [--] engagements


"The only reason we have drugs like NKTR is because academics have been trying LD IL-2 in a million indications for fun. GLP1 similar imo. I actually think case reports with novel biology are v important PoC - more than a lot of preclinical in vitro cell culture fugazi we found this one assay that works our drug is geneticallt validated stuff. Put. The. Drug. Into. A. Human. https://twitter.com/i/web/status/2022442299414974931 https://twitter.com/i/web/status/2022442299414974931"  
[X Link](https://x.com/plainyogurt21/status/2022442299414974931)  2026-02-13T22:46Z [----] followers, [--] engagements


"@rohitsjhawar @varma_ashwin97 @aditharun_ There are a lot of not approved biologics proteins which could also be used and I think trying one drug in another indication. Example could be GLP1 initial drug - lead to GIP addon to optimize the MoA"  
[X Link](https://x.com/plainyogurt21/status/2022529891242316030)  2026-02-14T04:34Z [----] followers, [--] engagements


"Good report on $LQDA. The real world data supports better tolerability and academic data from ASCENT October [--] [--] weeks is key imo. Was bearish pre launch last [----] but seems like (with more info) Yutrepia does solve some of the Tyvaso issues. Also I wonder how they're approaching IPF see oct [--] RnD day. Our take on the $LQDA launch so far and litigation https://t.co/LXBbhq8m8K. We employed a third party firm to survey [--] randomized doctors and we found [---] patients on Yutrepia versus [----] on Tyvaso. This would suggest that $LQDA is close to 20% of the market. As $LQDA Our take on the $LQDA"  
[X Link](https://x.com/plainyogurt21/status/1976318436373401958)  2025-10-09T16:06Z [----] followers, [----] engagements


"$NTLA ATTR and HAE ain't Hypertension w.r.t prevalence.but they sure aren't orphan diseases. A confirmed Hy's law case is worrying. "Within the clinical trials setting the most commonly employed method to predict a drugs likelihood to induce severe liver injury is Hys Law which was developed from the clinical impressions of Dr. Hyman Zimmerman. Zimmerman noted that among patients with DILI the presence of hepatocellular injury and jaundice conferred a 10% mortality rate""  
[X Link](https://x.com/anyuser/status/1982928796832460895)  2025-10-27T21:54Z [----] followers, 28.8K engagements


"$TECX phase 1b HFrEF doesn't the change the picture at all. We know this works acutely. the concern is over long term safety and efficacy. $AZN results are more pertinent. Note they stopped their oral Relaxin trials "terminated for business reasons""  
[X Link](https://x.com/plainyogurt21/status/1984674859549671916)  2025-11-01T17:32Z [----] followers, [----] engagements


"$QURE I completely understand the concerns on the dataset (in fact I raised these exact concerns before it was released but the problem is two fold 1) you can't design a trial to hit prior endpoints if the FDA changes the guidance on endpoints. How is a biotech supposed to design trials 2) This is the point for accelerated approval: Approve the drug on the basis of meh but positive data. Require a full trial and check results. Everything SHOULDN'T require an RCT for approval. In an ideal world statistical rigor triumphs.but the point of flexibility is to allow us to place the onus on doctors"  
[X Link](https://x.com/plainyogurt21/status/1985361079019426067)  2025-11-03T14:59Z [----] followers, 33.4K engagements


"$COGT 2+2=4 Right"  
[X Link](https://x.com/anyuser/status/1985516010015994359)  2025-11-04T01:14Z [----] followers, 20.9K engagements


"Turns out 2+2 did indeed equal [--] or put another way.HR .5 $COGT $COGT 2+2=4 Right https://t.co/b6frrNIaQz $COGT 2+2=4 Right https://t.co/b6frrNIaQz"  
[X Link](https://x.com/anyuser/status/1987855645811363955)  2025-11-10T12:11Z [----] followers, [----] engagements


"@Archimedes20311 @pemulisking Secondaries from JNJ trial werent all nothing to be fair. And the 100mg data from b cells could be inverse dose reponse which feel like is emerging for some of these. Plus 37% Delta is not noise for a b cell therapy"  
[X Link](https://x.com/plainyogurt21/status/2004935879715160201)  2025-12-27T15:22Z [----] followers, [---] engagements


"$TENX - PH HFpEF part [--]. Will report phase [--] level trial 2H [--]. Not a fan. Phase [--] trial enrolled selective responders (only let people who had exercise capacity continue to the double blind portion). Phase [--] trial failed primary (exercise related PCWP) but shows a lot of signal so they financed with a pretty good list of investors for the phase [--]. The posited MoA is splanchnic vasodilation - redistribute extra volume to the abdominal cavity to let the heart work. Only a specific phenotype of patients benefit. See AXON trial. Also if you look at eh phase help trial patient curves wholly"  
[X Link](https://x.com/plainyogurt21/status/2006022466859053207)  2025-12-30T15:20Z [----] followers, 14.5K engagements


"Press release here: https://ir.lexeotx.com/news-releases/news-release-details/lexeo-therapeutics-reports-fourth-quarter-and-full-year-2024 https://ir.lexeotx.com/news-releases/news-release-details/lexeo-therapeutics-reports-fourth-quarter-and-full-year-2024"  
[X Link](https://x.com/plainyogurt21/status/1904190557192163488)  2025-03-24T15:16Z [----] followers, [---] engagements


"$BEAM $WVE $KRRO- AATD data. Prior data shows 90% zAAT (Functional AAT) at levels 11uM which are protective. However fully protective levels are higher at around 15uM+. Theyll provide an update on further dosing on the program in Q1 of [--]. An old SS note said Jan is that right I should own some options lol. KRRO fail kinda showed BEAM is right approach (consistent elevations) vs Wave even with Wave having less overall zAAT too. https://twitter.com/i/web/status/2006022454339067980 https://twitter.com/i/web/status/2006022454339067980"  
[X Link](https://x.com/plainyogurt21/status/2006022454339067980)  2025-12-30T15:19Z [----] followers, [----] engagements


"@BiotechPort Using a different endpoint in p3 with ordinal improvement. I dont think its as good as eylea. But eylea isnt used in NPDR because of the injection burden"  
[X Link](https://x.com/plainyogurt21/status/2017291299129262156)  2026-01-30T17:38Z [----] followers, [---] engagements


"iykyk 🚩🚩🚩"  
[X Link](https://x.com/plainyogurt21/status/1916464276262334952)  2025-04-27T12:07Z [----] followers, [----] engagements


"Really excited about a new microcap company: $RSSS. Leader among their competition in a niche market in need of disruption. Shifting to a higher margin SaaS offering Led by an experienced owner-operator with significant skin in the game. Long thread but very interesting Co. 1/"  
[X Link](https://x.com/plainyogurt21/status/1369731569489879040)  2021-03-10T19:27Z [----] followers, [--] engagements


"This weekend's company breakdown is Intellicheck a company I'm bullish on. It's both a high growth SaaS stock and a reopening play. I believe the assumptions priced in are conservative. 1/"  
[X Link](https://x.com/plainyogurt21/status/1383485984600330244)  2021-04-17T18:22Z [----] followers, [--] engagements


"Found a founder led company with insider ownership 30% Retention rate of 97% Trades at P/E [--] look through earnings Reopening play but stayed profitable through the pandemic. Best in class product Still working on the TAM and room for expansion. Got any guesses"  
[X Link](https://x.com/plainyogurt21/status/1390792602224529411)  2021-05-07T22:16Z [----] followers, [--] engagements


"Let's look at a behemoth in medical Devices $ISRG Intuitive Surgical. with 5000+ words in the write-up a twitter thread isn't viable for all of the research. Link to the post here which includes a linked excel model and easier to navigate word doc: https://adus.substack.com/p/intuitive-surgical-deep-dive-aimed https://adus.substack.com/p/intuitive-surgical-deep-dive-aimed"  
[X Link](https://x.com/plainyogurt21/status/1418405300592250882)  2021-07-23T02:59Z [----] followers, [---] engagements


"For any Ronnie Coleman fans out there who's stocks are down on earnings"  
[X Link](https://x.com/plainyogurt21/status/1456297613523701761)  2021-11-04T16:29Z [----] followers, [--] engagements


"What are some of your favourite micro caps that have gone on sale Im looking at $smlr $icad $neph $strm $pfmt among others I sent this out to the @MicroCapClub community. This is a great time to do some holiday shopping. https://t.co/NtttfVVyTb I sent this out to the @MicroCapClub community. This is a great time to do some holiday shopping. https://t.co/NtttfVVyTb"  
[X Link](https://x.com/plainyogurt21/status/1468942547703582722)  2021-12-09T13:56Z [----] followers, [--] engagements


"I don't hold the stock because I expect short to medium term underperformance but they're building a platform which could easily make it a coffee can stock. See my thoughts and valuation here: https://adus.substack.com/p/clpt-putting-numbers-to-the-storys=w https://adus.substack.com/p/clpt-putting-numbers-to-the-storys=w"  
[X Link](https://x.com/plainyogurt21/status/1511485770703400961)  2022-04-05T23:27Z [----] followers, [--] engagements


"Odd timing but new write-up on liquidia. Wish I could have published a month ago when i bought shares or a week ago along with @GalahadCapital who co-wrote this. Still $LQDA is an interesting company with upside from here. https://adus.substack.com/p/liquidia-lqda-opportunity-in-uncertaintysd=pf https://adus.substack.com/p/liquidia-lqda-opportunity-in-uncertaintysd=pf"  
[X Link](https://x.com/plainyogurt21/status/1558191911747219456)  2022-08-12T20:41Z [----] followers, [--] engagements


"I created a website (very barebones don't laugh) to allow you to receive email updates on elinical trial changes for companies. If you A) create an account and B) input a list of tickers you can receive a daily email on any changes in the last [--] days for your coverage list"  
[X Link](https://x.com/plainyogurt21/status/1696938479819829338)  2023-08-30T17:30Z [----] followers, [----] engagements


"@Biohazard3737 Doctors analyzing PoS for a drug is like a goat looking at a digital watch.they aren't trained for that. KOLs are useful to understand unmet need and nuanced details of trial design and patient populations imo. Educated investors can be better informed than many 'KOLs'"  
[X Link](https://x.com/plainyogurt21/status/1787505848467513404)  2024-05-06T15:32Z [----] followers, 11.6K engagements


"Inspired by another list for general investing I put together a list for biotech investors. Includes news Financial Regulatory scientific sources. Does not include blogs/twitter etc. I want to highlight a few I find valuable and/or fly under the radar. Thanks to all you reached out or commented resources. I included most of them. Also not sponsored by any of the sources mentioned. Pharmagellan Read it. Read the references. Subscribe to Frank David. The Pharmagellan books are the best introduction to biotech investing and the tricks of the trade. They offer an in-depth exploration of how to"  
[X Link](https://x.com/anyuser/status/1842256106808344812)  2024-10-04T17:30Z [----] followers, 42.2K engagements


"Under rated resource. Now with NotebookLM it much easier to process that information too. instead of just powering through 100s of pages you can use Notebook to get highlights and go to important places in the documents. For example: here is the podcast on Evrysdi's Summary review And the summary from Notebook LM https://notebooklm.google.com/notebook/59ba979c-337f-4e3b-9e3e-974cc493efd6/audio @BowTiedBiotech You will be amazed by all the stuff you can learn/find/capture inside the review docs of an approved drug over the FDA site - . the quirks of the particular division the inclination on"  
[X Link](https://x.com/plainyogurt21/status/1846744589937619408)  2024-10-17T02:46Z [----] followers, 10.3K engagements


"Bro is a reasonable person it seems https://www.fda.gov/media/131466/download Scott Steele Ph.D. has been named FDAs Acting Director for the Center for Biologics Evaluation and Research (CBER). Dr. Steele is a science technology and policy professional at FDA with extensive experience in multiple disciplines including emerging science and technology https://www.fda.gov/media/131466/download Scott Steele Ph.D. has been named FDAs Acting Director for the Center for Biologics Evaluation and Research (CBER). Dr. Steele is a science technology and policy professional at FDA with extensive"  
[X Link](https://x.com/plainyogurt21/status/1907183362047152174)  2025-04-01T21:28Z [----] followers, [----] engagements


"Still cant believe consensus is 200M I wrote this article two weeks ago. My 450M prediction stands for [----] ATTRUBY $BBIO If youre concerned about amvuttra I lay out why Im not worried. Ive been pounding the table for six months on ATTR as a market $BBIO $ALNY $PFE. People are underestimating the near term tailwinds for a strong ATTRuby launch from BridgeBio. After seeing the labels and pricing dynamics I firmly believe the near term launch will be stronger than expected. My Bottom Line: The label reimbursement https://t.co/nk27s50QiK $BBIO $ALNY $PFE. People are underestimating the near term"  
[X Link](https://x.com/plainyogurt21/status/1917317780510019612)  2025-04-29T20:39Z [----] followers, 12.5K engagements


"Entire world falling apart in biotech because of EO on MFN and truth social post. He tried this in 2020: this is what that EO says. I don't know how this is implemented yet. Perhaps adjusting for GDP changes the pricing picture. "b) The "most-favored-nation price" shall mean the lowest price after adjusting for volume and differences in national gross domestic product for a pharmaceutical product that the drug manufacturer sells in a member country of the Organisation for Economic Co-operation and Development (OECD) that has a comparable per-capita gross domestic product" "United States Code"  
[X Link](https://x.com/plainyogurt21/status/1921743408990732645)  2025-05-12T01:45Z [----] followers, [----] engagements


"Interest and love of the game more than anything else. AI automates a lot of the menial work so the good analysts are those willing to use it to theri advantage by automating the tasks which don't require thought to work at the top of their license. A good analyst has a consistent process and knows where AI can and can't help them in that process. As it progresses they should check whether or not AI can automate more and more of their process to accelerate their workflows. but at its core AI can't do everything (nature of alpha) so it's incumbent on the analyst to be willing to do the work."  
[X Link](https://x.com/plainyogurt21/status/1935830011853840711)  2025-06-19T22:40Z [----] followers, [----] engagements


""is the AD market big enough for multiple players" "Does it need to be better than Dupi" $NKTR"  
[X Link](https://x.com/plainyogurt21/status/1937567862090072236)  2025-06-24T17:45Z [----] followers, [----] engagements


"We should close the market for the rest of the day for @Sports_bios a true legend among all of us. He was one of the first few I saw on bio twitter and only knew for a few years. Thank you"  
[X Link](https://x.com/plainyogurt21/status/1938298031100633251)  2025-06-26T18:07Z [----] followers, [----] engagements


"Gemin Deep research on why each company was acquired and the stock price moving events https://g.co/gemini/share/74aef0709056 A reason to love #biotech: a company approaching the end (low stock price; near "death") can generate 20x return in a few or even [--] year Though these deals are few & far between here are some examples: Adding $VRNA/$MRK #learnbiotechinvesting #investing #BiotechPrometheus https://t.co/wMO38zD5q1 https://g.co/gemini/share/74aef0709056 A reason to love #biotech: a company approaching the end (low stock price; near "death") can generate 20x return in a few or even [--] year"  
[X Link](https://x.com/plainyogurt21/status/1944947174212559061)  2025-07-15T02:28Z [----] followers, 14K engagements


"@ClearPath100 I know the answer: it didn't change. They pivoted from using the biomarker and no longer show it. THERE IS NO HUMAN EVIDENCE OF TARGET ENGAGEMENT in the HIGH DOSE cohort. not saying it won't work.but to say we have human evidence is wrong"  
[X Link](https://x.com/plainyogurt21/status/1951620452759019622)  2025-08-02T12:25Z [----] followers, 35.4K engagements


"@Biohazard3737 EcoR1 holding SRPT PRTA JAZZ APLS at/near the top of the portfolio"  
[X Link](https://x.com/plainyogurt21/status/1953266659302752494)  2025-08-07T01:27Z [----] followers, 29.7K engagements


"see here for list. including company drug reasons and path forward. #fda I've added the PRs for each of the CRLs and if the CRLs "agrees" with the Associated Press release. For example Some companies may not discuss the totality of the CRL ($APLT) https://docs.google.com/spreadsheets/d/14-KDwqXsNF6bD_IS3-IRrwmliEkhmOAS_UPCQ00x5vc/editusp=sharing https://t.co/KKKEmZeyyu Big deal https://docs.google.com/spreadsheets/d/14-KDwqXsNF6bD_IS3-IRrwmliEkhmOAS_UPCQ00x5vc/editusp=sharing https://t.co/KKKEmZeyyu Big deal"  
[X Link](https://x.com/plainyogurt21/status/1963647839592222762)  2025-09-04T16:58Z [----] followers, 10.1K engagements


"Me trying to explain - why Im mourning an anonymous account whom I know through talking about biotech and a tulip profile pic - tuning into a spaces with a guy who goes by Seedy - why most of my followers and following have completely nonsensical profile names Positive Unexpected Value: the friends made along the way Positive Unexpected Value: the friends made along the way"  
[X Link](https://x.com/plainyogurt21/status/1982141448188268567)  2025-10-25T17:45Z [----] followers, 11.5K engagements


"Hey it's almost like the FDA told us what they want. in writing. This company is a [--]. $NTLA ATTR and HAE ain't Hypertension w.r.t prevalence.but they sure aren't orphan diseases. A confirmed Hy's law case is worrying. "Within the clinical trials setting the most commonly employed method to predict a drugs likelihood to induce severe liver injury is https://t.co/AUUmIwnWYM $NTLA ATTR and HAE ain't Hypertension w.r.t prevalence.but they sure aren't orphan diseases. A confirmed Hy's law case is worrying. "Within the clinical trials setting the most commonly employed method to predict a drugs"  
[X Link](https://x.com/plainyogurt21/status/1983632510912491724)  2025-10-29T20:30Z [----] followers, 10.7K engagements


"$OCUL $CLSD. one concern is often teh CLSD Axitinib data. THey have PK out to [---] days in rabbits (keep in mind human eye is 4x larger) and data isn't the same. Brief notes. 1) data isn;'t actually that bad. It was killed because it looks about in pt with EYPT and difficult admin. See Per protocol rescue. Patients were also a little worse off. 2) something's off with the PK Here's the data for all the drugs using CLS platform. One could collect the PK data individually too but notably CLS-TA aka XIPERE is IC50 out to [--] days in rabbits but the dosing in practice is Q3Mo. IDK why the drug"  
[X Link](https://x.com/plainyogurt21/status/2005037711992783308)  2025-12-27T22:06Z [----] followers, 10.4K engagements


"@Pharmdca Have you looked at $EYPT the market cap is lower and the drug targets a similar disease TAM"  
[X Link](https://x.com/plainyogurt21/status/2007971172584169723)  2026-01-05T00:23Z [----] followers, [---] engagements

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